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SUSLSUSL
12 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in ISHARES TR

Aptus Capital Advisors, LLC holds 40,057 shares of SUSL (ISHARES TR), worth $5.3M as of 2026-Q2. The position was decreased (-0.7% shares). SUSL represents 0.0% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$5.3M

Current Shares

40,057

Total Value Change

+$5.3M

Total Shares Change

+40,024

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
40,057
-0.7%
$5.3M0.0%$132.76
0
2026-Q1
Decreased
40,334
-4.9%
$4.6M0.0%$119.56
0
2025-Q4
Decreased
42,411
-0.2%
$5.1M0.0%$122.22
0
2025-Q3
Increased
42,488
+0.1%
$5M0.0%$115.93
27
2025-Q2
Decreased
42,460
-0.1%
$4.6M0.0%$107.37
0
2025-Q1
Decreased
42,520
-2.3%
$4.1M0.0%$94.82
0
2024-Q4
Decreased
43,526
-0.6%
$4.5M0.0%$102.28
0
2024-Q3
Increased
43,796
+3.4%
$4.4M0.1%$99.86
28
2024-Q2
Decreased
42,376
-0.3%
$4.1M0.1%$95.78
0
2024-Q1
New
42,514
-
$4M0.1%$92.05
37
2023-Q2
Exited
0
-100.0%
$00.0%$74.24
0
2023-Q1
New
33
-
$2,3520.0%$68.01
17

Other major holders of SUSL: JPMORGAN CHASE & CO, MERCER GLOBAL ADVISORS INC /ADV

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